See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,628 | $167,307-6.4% | $143,757+9.0% | $134,475+16.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -12.08% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,749 | $5,619-51.1% | $4,951-44.5% | $4,740-42.0% |
| Participant deferral / active EE | $3,773 | $6,446-41.5% | $5,637-33.1% | $6,400-41.0% |
| Admin fee / account holder | $23,407 | $18,088+29.4% | $14,673+59.5% | $11,426+104.9% |